Solomon Cordwell Buenz Employees' Profit Sharing And Savings Plan And Trust
Sponsored by Solomon Cordwell Buenz · EIN 362643058 · Plan #002
- Total assets
- $49.5M
- Net assets
- $49.5M
- Active participants
- 213
- With balances
- 421
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| William Blair & Company L.L.C. CRD 1252 | fuzzy_auto · 94% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| William Blair & Company Llc | Investment advisory (plan) | $120,371 |
| Empower Advisory Group, Llc | Investment management | $62,555 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |